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The Legacy Society and Estate Planning

                                           Leave a legacy of land for future generations.

Planning your estate is an important way to provide for your loved ones. It is also a great way to ensure the vibrancy of the Manor Area for generations to come.

There are easy ways to make a big difference.

Maybe you thought you couldn’t afford to make a significant gift to The Manor Conservancy. Maybe you thought that making a meaningful gift was something that “other people” do. Now, anyone can make a gift that preserves land and benefits The Manor Conservancy, a gift that also benefits you, your estate and your heirs.

Planned Giving is a contribution given at death, such as a bequest through a will, or a life income gift such as a reserved life estate, life insurance, and gift of an IRA or pension plan. Significant planned gifts help ensure the long-term viability of The Manor Conservancy and land preservation activities in northern Baltimore and Harford Counties.

Bequests

The most popular for a reason


Giving though your will is the most popular and simplest way to make an estate gift. Through a provision in your written and executed will, you may make a gift in the form of cash, securities, real estate, or personal property.

Consider this sample language:

I give and devise to The Manor Conservancy (Tax ID#52-1807776) all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its general support.

Insurance

An easy way to make a gift


Do you have a paid whole life policy that you no longer need? Does your employer provide you with term life insurance that you haven’t included in your estate plans? Consider making The Manor Conservancy the policy’s beneficiary.


Retirement Plan Assets

Getting full value to the very end

Tax-deferred retirements assets in your 401(k), 403(b), or traditional IRA are great for you and your spouse; unfortunately, your other heirs will never see the full value of what remains. Once these assets pass to someone other than your spouse, any taxes you didn’t pay are due in full, substantially reducing what your heirs receive. When done properly, charitable donations of retirement assets can minimize the amount of income taxes imposed on both your individual heirs and your estate.

If you’ve already named The Manor Conservancy as a beneficiary in some way, please let us know so that we may thank you and recognize your commitment to land preservation.


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